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reports:egreports:advanced [2022/05/25 12:31] – [Introduction] smorrisonreports:egreports:advanced [2022/06/15 17:00] – [Introduction] smorrison
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 ===== Introduction ===== ===== Introduction =====
  
-The information in this section builds upon the information discussed in the [[reports:egreports:basic|Basic Reports Guide]] and [[https://my.nicheacademy.com/pines/course/9061|Basic Reports Class]]. Before continuing with advanced reports, you may wish to consult those if you have not done so, unless you are comfortable running reports in Evergreen and manipulating the output. Before creating your own report templates, also be sure you have [[reports:permissions|reports permissions]].+The information in this section builds upon the information discussed in the [[reports:egreports:basic|Basic Reports Guide]] and [[https://my.nicheacademy.com/pines/course/9061|Basic Reports Class]]. Before continuing with advanced reports, you may wish to consult those if you have not done so, unless you are comfortable running reports in Evergreen and manipulating the output. Also, before creating your own report templates, be sure you have [[reports:permissions|reports permissions]].
  
 Though it is not necessary to create templates in Evergreen, some knowledge of relational databases will come in handy, as the reports interface can be overwhelming. It may be helpful to review a brief [[reports:egreports:intro_db|introduction to databases]]. Though it is not necessary to create templates in Evergreen, some knowledge of relational databases will come in handy, as the reports interface can be overwhelming. It may be helpful to review a brief [[reports:egreports:intro_db|introduction to databases]].
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 For each filter in your template, repeat these steps. For each filter in your template, repeat these steps.
  
-**1. Select the Filter Field**+//**1. Select the Filter Field**//
  
 Click on the Core Source name next to the arrow to populate the Source fields. If you click on the arrow, more categories will populate underneath the Core Source. Click on the Core Source name next to the arrow to populate the Source fields. If you click on the arrow, more categories will populate underneath the Core Source.
  
-**2. Select the Transform**+//**2. Select the Transform**//
  
 Once you click on a Source field, the Field Transform box will populate with the available options. Once you click on a Source field, the Field Transform box will populate with the available options.
  
-**3. Add the Field to the Filters Tab**+//**3. Add the Field to the Filters Tab**//
  
 Once you have the field and field transform highlighted, click the Add Fields button, which is directly under the Filters tab. (If you do not choose a transform, it will default to //Raw Data// and can be changed after adding the field by right-clicking on the row and clicking Change Transform. Once you have the field and field transform highlighted, click the Add Fields button, which is directly under the Filters tab. (If you do not choose a transform, it will default to //Raw Data// and can be changed after adding the field by right-clicking on the row and clicking Change Transform.
  
-**4. Select Operator/Filter Value**+//**4. Select Operator/Filter Value**//
  
 //Equals// is the default operator for a filter. If you want to choose a different operator for a filter, right-click the row and click the Change Operator button from the pop-up menu at the bottom of the screen. Choose the correct operator from the list. If you aren't certain which operator to use, refer to the [[reports:egreports:data_types#operators|list of operators]]. //Equals// is the default operator for a filter. If you want to choose a different operator for a filter, right-click the row and click the Change Operator button from the pop-up menu at the bottom of the screen. Choose the correct operator from the list. If you aren't certain which operator to use, refer to the [[reports:egreports:data_types#operators|list of operators]].
reports/egreports/advanced.txt · Last modified: 2024/03/21 15:43 by smorrison